All Episodes
Firm Transitions with Corey Walen — 95 episodes
Why Top Advisors Are Quietly Leaving RIAs – with Bill Laird (095)
25 Years at Edward Jones, Couldn't Ignore It Anymore – with Alex Williams (094)
All the Things: How This Bank Advisor Built a Turnkey Independent Practice – with Noah Geoghegan (093)
Launch Day Marketing For Advisors – with Kevin Nichols of Oechsli (092)
From Wirehouse Fatigue To Ownership: How Steward Partners Built A Hybrid Home For Breakaway Advisors (091)
"The #1 Mistake I See From Financial Advisors" – with Jeff Nash (090)
Going From Broker-Dealer to RIA: Your Options, Myths, and Making a Smarter Transition (089)
The RIA Breakaway: Strategies that Led to Explosive 60% Growth! (088)
BREAKING: Your Firm Sold, Now What? – with Jeff Nash (087)
Should You Leave the Wirehouse? Pros & Cons, All Considerations — with Jeff Nash (086)
Quality Over Quantity: The Mindset Shift That Multiplies Ideal Clients — with Bill Cates (085)
Owning Your Future (Business) – From Edward Jones to Thriving in Independence (084)
Any Financial Advisor Considering a Move, This Episode's for You (083)
Current Valuations: What Elite Financial Advisors Need to Know Right Now — with Jeff Nash (082)
Your Website Matters More Than You Think — with David Roberson (081)
The RIA Boom: A Conversation with NewEdge Advisors CEO, Alex Goss (080)
Starting Your Own RIA: How Hard Was It? — with Jason Barber (079)
From Bank to Independence: It Transformed Our Business — with Provista Wealth Advisors (076)
Why Ownership Matters; The RIA Revolution — Chuck Failla (078)
Financial Advisors: Are You Mastering LinkedIn? — Lindsey McMillion Stemann (077)
The Case for Supported Independence — Scott Wilson of Kestra Financial (075)
This Advisors $110M "Rocket Ship" Growth Story – Ali Rustempasic (074)
The Questions You're Asking: Front & Center (073)
FAs are Frustrated with Their Back-Office: Is The Grass Actually Greener Somewhere Else? – with Jeff Nash (072)
$1.7 Billion – The Largest Edward Jones Transition Ever! – Jennifer Marcontell (071)
Avoiding the Traps and Navigating the Legal Minefield: How & Why the Right Attorney Can Make or Break Your Transition – Matt Baum (070)
What to Expect in Financial Advisor Transitions This Year (2025) – with Jeff Nash (069)
You Want to Hear This: One of the Largest Edward Jones Transitions to Independence – with Russell Riggan (067)
Must Listen: Wholesaler's Who've Considered Transitioning – with Ross Kirwan (068)
An Advisor's Story: How He Built the $11 Billion Firm, Arkadios Capital (066)
Trusting Their Instincts: How & Why They Transitioned Their $250M Business from Wells Fargo to LPL (065)
7 Reasons FAs are Enamored with the RIA Channel (064)
Are You Asking the Right Questions During the Due Diligence Process? (063)
Do You Have the Right Attorney to Have a Successful Transition? (062)
The 1 & 60 Rule: Are You Growing to Your Full Potential? (061)
Please Seek a Guide When Transitioning Firms (060)
Do You Think We've Reached the Peak of Recruiting Deals? – with Jeff Nash (059)
When the W2 Model Makes Sense: Pros & Cons (058)
Considering a Transition? — If You Hear This, Run for the Hills! (057)
My Honest Conversation with a Top Edward Jones Advisor – with Willard Causey (056)
Leaving Mass Mutual to go Independent, Our Experience – with The Emeritus Wealth Team (055)
Noticeable Patterns and Your Options: W2 Employee Channel Advisors Inside of a RIA (054)
7 Considerations: Will Your Transition Benefit Your Clients and What Will You Tell Them? (053)
Is a Small Firm a Better Option for My Business? – with Jamie Mackay, SFA Partners (052)
Going Independent with Support and Community – with Rita Robbins of Affiliated Advisors (051)
How and When Do I Tell My Team I'm Transitioning? (050)
Why Consider Working With Me (049)
How Do I Tell My Clients I'm Transitioning? – with Nic Nielsen (048)
LPL’s Turnkey Solution for Breakaway Advisors – with Kimberly Sanders (047)
The FTC's Noncompete Rule and its Impact on Financial Advisors – with Scott Matasar (046)
Why Are Independent Payouts So High? (045)
Going Independent? How Can I Grow My Practice? (044)
Transitioning to a RIA: What's My Payout? (043)
The Broker Dealer / RIA Menu – What Are My Options? (042)
The Most Common Mistakes Financial Advisors Make in a Transition – with Jeff Nash (041)
10 Ways FAs Screw Up Their Transition (040)
$1B Wells Fargo Team Skips FiNet and Goes Fully Independent (039)
Edward Jones FAs: This Attorney's Tell All About a Successful Transition (038)
Employee FAs: Do You Want to Offer Your Clients More? "For My Family and Future I Needed Real Control" (037)
Pro's & Con's: Should I start my own RIA or plug-in to an existing one? (036)
How Supported Independence Has Changed the Industry – Kestra Private Wealth Services (035)
An Advisors Worst Nightmare: Navigating Termination – with Scott Matasar (034)
Why Join an OSJ? An Anecdotal List: What to Look for in an OSJ – with Greg Raines (033)
Digging into the Actual Numbers – Understanding the Real Economics Involved in a Transition (032)
"Chose Sides:" From Edward Jones Leadership to a Wild Forced Exit: One Advisor's Story (031)
Find the Right Fit: What I'm Seeing, What I've Learned, What to Watch (Out) For (030)
Why a Successful and Growing Bank Advisor Left for Independence? Evan Mayer's Unique Story (029)
Leaving the Wires after 25 years – "My life, overall, is so much better," with Austin Palmer (028)
Four Recruiting Red Flags 🚩 to Watch Out For (027)
Deal or Loan: Understanding the Economics of Broker Dealer Offers, with Jeff Nash (026)
Navigating the "Arms Race" - Compensation Trends Driving Advisor Moves, with Jeff Nash (025)
From a Regional B/D to a $2 Billion Independent Practice (024)
Bank Financial Advisors: Your Transition Will Be Different (023)
All Things I Experienced Leaving Edward Jones: Grew the Business, Better for my Clients, Flexibility to Build, More Support (022)
How This $500M Team Left Edward Jones to Build Their Own RIA (021)
Is Creating Your Own RIA a Good Idea, the Box Created by Big Firms, are Current M&A and Valuations a Bubble, Never Be Unhappy Again – with Alex Goss, NewEdge Advisors (020)
Take Advantage of All-Time High Incentives: Seven Ways to Maximize Your Offer (019)
How Long a Transition Takes, Successfully Transitioning Your Clients, Catching Red Flags, Realistic Expectations – with Grier Rubeling (018)
There's a Shift Taking Place in the Industry, Helping FAs Achieve Real Scale, the Sell & Stay Model – with David Wood, Gateway Financial Partners (017)
What is Supported Independence? (016)
Going Independent, But Not Alone – with Private Advisor Group (015)
What Makes a Successful Transition: 7 Questions to Ask (014)
Why You Should Pass on $200,000 (013)
Leaving Wells Fargo: "I Was Literally Crippled by Fear" – with Sean Tyll (012)
The Anatomy of a Recruiting Deal – 4 Financial Considerations (011)
Level 10 Edward Jones Advisor's Journey to Independence – with Seth Liskey (010)
Top Five Independent Misconceptions (009)
Transitioning to RIA, What it Takes, M&A: Minority Sale – with Robert Russo (008)
Navigating the Bank Channel and My Transition to Independence – with Nic Nielsen (007)
Why Edward Jones Advisors Should Consider Independence (006)
FA Marketing that Works – with Corey Keating (005)
Seven (7) Reasons Why an Independent FA Would Switch Firms – (004)
Valuations at an All-Time High: Mergers & Acquisitions – with Jeff Nash (003)
Remove the Fear of Leaving Edward Jones – with Scott Matasar (002)
Welcome to Firm Transitions with Corey Walen